Jeffrey L. Huitsing
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jeffrey Lee Huitsing, CFP® was a registered financial professional .
Jeffrey is a previously registered financial professional and started their career in finance in 2000. Jeffrey had worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2006
Experience
July 27, 2004 - August 1, 2017
RONALD BLUE & CO., LLC
August 22, 2000 - February 20, 2004
CHARLES SCHWAB & CO., INC.
May 12, 2000 - May 19, 2000
CAMBRIDGE INVESTMENT RESEARCH, INC.
State Registrations and Notice Filings
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Exams
Current Firm
RONALD BLUE & CO., LLC
CRD#: 104605 / SEC#: 801-18423
Contact information
Red Flags
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